Beyond Bulls & Bears

Eurozone Looks to Heal Its Greek Crisis Rifts

Eurozone Looks to Heal Its Greek Crisis Rifts

Bringing eurozone countries closer together will be the focus of the region’s leaders for the next couple of years. So, if we have another crisis in the region, hopefully this drawn-out, painful scenario isn’t repeated.

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment

As we see it, it is only a matter of time before US wages start to rise to levels where inflation is triggered. Using the Fed’s own estimates, we are quite close to what’s considered to be full employment. To us, this does not justify 0% interest rates.